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Proforma data to 2020 for Individual tax files

Level 2

We converted from Ultra Tax to Lacerte this year.  The onboarding team had us bring our converted UT data for corps and partnerships directly into 2020 Lacerte.  They had us bring our individual data into Lacerte 2019 so we could print tax organizers.

We are now trying to proforma the individuals to 2020.  We get an error message when we run that step that give the client number of the client selected to convert and says "Invalid Format".

Any idea what is going on here? 

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4 Replies 4
Level 15
Level 15

One more thing I suggest. Review the returns for accuracy - Especially depreciation and how the state is showing up.

Once it all matches up for the 1040/state go to Screen 3 > the last line of Miscellaneous is a check box - REMOVE THE CHECK MARK That will give you a more complete and accurate proforma. 

 


ex-AllStar
Level 15

Check carryovers, too. 

Frankly, this should have been done a month or two ago. 

Conversions are painful. There is a lot that doesn't convert or that gets messed up.


ex-AllStar
Level 15
Why rush? We can't file for another 4 weeks.
What are the odds April 15 comes late again this year?

ex-AllStar